@Strawman, thanks for arranging the meeting. Understanding the ReRam technology is not that difficult, with plenty of Research material available on the Net. Understanding how all of this will evolve is probably the most complex I have ever encountered in my time investing. So many industry stakeholders, motivated by innovation in pursuit of nett value to the chain, but requiring very large capital allocations along the way. The whole dynamic of early adopters versus laggards and at a point, gool old competition to the fore.

Due to time constraints, you did not get to raise the question on IP. From what I have read, this is hotly contested across the supply chain with everyone trying to stake a claim based on their aspect of change. Also, the power of patents in all of this and Royalty Payment conformance.

All considered, I plan to add at least 1000 shares to my holding each quarter, this on the basis that the time will come. Investment RISK surprisingly low in my opinion. Impossible to come up with a sensible valuation (good luck to anybody that tries) and suspect the Shorters continue to have time on their side.

Once again, thank you.

RobW